13F Insight
DOSSIER · 13F Holders · Q1 2026
TPHD

TIMOTHY PLAN

99 institutions still hold TIMOTHY PLAN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 887432326·99 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$127M
visible holders
Holders
99
filers reporting
Concentration
27.88%
WESTWOOD HOLDINGS GROUP INC #1
top holder share
AI Holders Summary · Q1 2026

99 institutions reported TPHD in Q1 2026. WESTWOOD HOLDINGS GROUP INC leads at 27.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$36M859K0.26%Q1 202602
LPL Financial LLC
CIK 0001403438
$21M519K0.01%Q1 202603
Christian Investment Advisors, Inc.
CIK 0002055071
$17M428K10.97%Q1 202604
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M145K0.02%Q1 202605
BENJAMIN EDWARDS INC
CIK 0001451623
$6M139K0.05%Q2 202606
CWM, LLC
CIK 0001535847
$4M106K0.01%Q1 202607
Turning Point Benefit Group, Inc.
CIK 0002008513
$4M99K1.80%Q2 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M101K0.00%Q1 202609
OneAscent Financial Services LLC
CIK 0001780985
$3M82K0.18%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M71K0.00%Q1 202611
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$3M71K0.18%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M67K0.00%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$3M62K0.00%Q1 202614
J.W. COLE ADVISORS, INC.
CIK 0001404763
$2M55K0.04%Q2 202615
Inspire Advisors, LLC
CIK 0001810558
$2M52K0.17%Q1 202616
FAMILY WEALTH PARTNERS, LLC
CIK 0002016217
$2M47K0.62%Q2 202617
First Heartland Consultants, Inc.
CIK 0001428793
$2M47K0.13%Q2 202618
WorthPointe, LLC
CIK 0001921448
$2M43K0.49%Q1 202619
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$2M43K0.02%Q1 202620
Frontier Asset Management, LLC
CIK 0001910146
$2M44K0.39%Q4 2025
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